Discussion Leaders

Patrick W. Fowler

Roundtable Moderator

Todd Jankowski, CFA, CIPM

Alternatives

24th Meeting of The Asset Owner Roundtable

Wednesday, April 23, 2025

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST/WELCOME

______________________________

9:00 – 9:30 A.M.

MEMBER INTRODUCTIONS,

UPDATES, & QUESTIONS

______________________________

9:30 – 10:30 A.M.

OPEN DISCUSSION

______________________________

10:30 – 10:45 A.M.

MORNING BREAK

______________________________

10:45 – 12:00 P.M.

OPEN DISCUSSION

______________________________

12:00 – 1:00 P.M.

LUNCHEON

______________________________

1:00 – 2:00 P.M.

STRATEGIC AND TACTICAL ASSET ALLOCATION FRAMEWORKS

Stephen Campisi, CFA, The Pensar Group

______________________________

2:00 – 3:00 P.M.

OPEN DISCUSSION 

______________________________

3:00 – 3:15 P.M.

AFTERNOON BREAK

______________________________

3:15 – 4:15 P.M.

MACRO ATTRIBUTION

Damian Handzy, Confluence

______________________________

4:15 – 5:00 P.M.

ALTERNATIVE ASSETS DISCUSSION AND CHALLENGES

Todd Jankowski, CFA, CIPM, TSG

Christine Iannacone, CIPM, Prudential

______________________________

5:00 P.M.

END OF DAY WRAP-UP

April 23, 2025

Wednesday

9:00 AM – 5:00 PM ET

LOCATION

Delta Toronto

75 Lower Simcoe Street

Toronto, ON M5J 3A6

Christine Iannacone, CIPM

Alternatives

Stephen Campisi, CFA

Asset Allocation Frameworks